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21WS-1510: Surgent's QuickBooks: Reconciling Balance Sheet Accounts Has Never Been Easier (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Thursday, October 14, 2021
Time 12:00pm - 2:00pm
Central Time
Location Online
CPE credits CPE 2.0
of study
Accounting - Technical (1.0)
Auditing - Technical (1.0)
Instructor Ilene Eisen, CPA, CITP, MBA
Standard Member Fee $89.00
Standard Nonmember Fee $89.00


Use QuickBooks to the full extent to create Balance Sheet Workpapers. Reduce the need for Excel spreadsheets and save time at month end and year end.Save time reconciling accounts for financial statements and tax returns. Save hours by making some simple changes in the way you record transactions. Understand how QuickBooks records transactions to reduce data entry.

Who should take this program?

QuickBooks users in public accounting industry, government, and nonprofit organizations

Major subjects

  • Identify and Correct File Issues
  • QuickBooks Cash Basis Calculations
  • Transaction Entry Tips & Tricks
  • Creating Balance Sheet Workpapers
  • Loan Amortization features included in QuickBooks

Learning objective(s)

  • Save time reconciling accounts
  • Identify and adjust Cash Basis issues
  • Understand available strategies to record complex transactions.
  • Create Loan Amortization schedules from within QuickBooks
  • Avoid and correct "Out of Balance" Trial Balances


Course code Code 21WS-1510
Sponsor Surgent
NASBA ID#: 103212
Level Basic
Format Group Internet Based
Prerequisites Prereq. Working knowledge of QuickBooks

If you have questions about this event, please call us at 952-831-2707.